Cerity Partners LLC First Trust Rising Dividend Ac Transaction History

Cerity Partners LLC

$37.7 Billion
Q2 2024

A detailed history of Cerity Partners LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cerity Partners LLC holds 18,577 shares of RDVY stock, worth $1.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,577

Holding current value

$1.08 Million

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$53.05 - $55.95 $985,509 - $1.04 Million	18,577 New	18,577 $1.02 Million

Others Institutions Holding RDVY

# of Institutions

564

Shares Held

140M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

19.4M
Shares

$1.12 Billion
0.54% of portfolio
Morgan Stanley New York, NY

15M
Shares

$868 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.76M
Shares

$508 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

6.87M
Shares

$399 Million
0.54% of portfolio
Bank Of America Corp Charlotte, NC

5.05M
Shares

$293 Million
0.02% of portfolio

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Cerity Partners LLC First Trust Rising Dividend Ac Transaction History